Quality Over Quantity
We don't mimic benchmarks and own thousands of subpar companies via ETFs.
We focus on studying, acquiring, and monitoring a portfolio of remarkable businesses for our clients.
Our preferred holding period is forever.
We focus on building and retaining generational wealth for clients.
Alignment with Clients
Our employees' and firm's capital is invested in the same strategies that we recommend to our clients.
Direct Ownership & Control
We prefer direct ownership of companies and bonds as opposed to indirect ownership via a Wall Street ETF or Mutual Fund. This way we retain our clients' voice and vote as fiduciaries and stewards of their capital in corporate matters.